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New Deal


Announced

Completed

Fleming Investment completed the merger with 360 Financial.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Majority

United States

wealth management

Asset Managers and Custodians

Completed

Private

Domestic

Merger

Friendly

Single Bidder

Synopsis

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Fleming Investment, a financial planning firm, completed the merger with 360 Financial, a boutique wealth management firm. Financial terms were not disclosed. "We are excited to join forces with Fleming Investment Group. This opportunity is great for our firm to expand into the Northwest metro area, collaborate with an outstanding advisory team, and provide additional resources to our respective clients. Brian has built a tremendous client-focused planning practice and together we believe we will create a win-win environment for our firm and, more importantly, our clients," Mike Rogers, 360 Financial President.

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